Anic Equity¶
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Total return since start: 0.552 %¶
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Equity now: -----------------------------> 47404.14 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46006.12 Kr¶
PnL: ---------------------------------------> -882.45 Kr¶
DD now: ---------------------------------> -2.521 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 10:44:37.993697'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -1.270000 | 3100.000000 | 173.000000 | 5.910000 | 2927.000000 |
| HMS Networks | 2 | -1.490000 | 768.400000 | 95.400000 | 14.180000 | 673.000000 |
| HEBA B | 70 | -3.110000 | 2723.000000 | 87.000000 | 3.300000 | 2636.000010 |
| Nordea Bank Abp | 29 | 0.150000 | 3520.020000 | 66.020000 | 1.910000 | 3453.999992 |
| MedCap | 2 | -0.210000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -4.820000 | 388.700000 | 33.700000 | 9.490000 | 355.000000 |
| Resurs Holding | 22 | -1.370000 | 601.700000 | 27.700000 | 4.830000 | 573.999998 |
| SAAB B | 8 | -0.490000 | 3403.200000 | 26.200000 | 0.780000 | 3377.000000 |
| AcadeMedia | 12 | 0.540000 | 582.480000 | 25.480000 | 4.570000 | 557.000004 |
| Swedbank A | 3 | -0.360000 | 587.250000 | 23.250000 | 4.120000 | 564.000000 |
| OEM International B | 7 | -0.260000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Eastnine | 4 | 0.160000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Intrum | 4 | -1.460000 | 540.000000 | 13.000000 | 2.470000 | 527.000000 |
| Corem Property Group B | 59 | -4.620000 | 585.280000 | 8.280000 | 1.440000 | 576.999999 |
| Securitas B | 6 | -1.730000 | 577.800000 | 7.800000 | 1.370000 | 570.000000 |
| Karnov Group | 9 | -0.830000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Norva24 Group | 16 | -2.510000 | 545.920000 | 2.920000 | 0.540000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.450000 | 248.160000 | 2.160000 | 0.880000 | 246.000000 |
| Creaspac SPAC | 6 | -0.720000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Coor Service Management Hold. | 8 | -2.290000 | 528.400000 | -3.600000 | -0.680000 | 532.000000 |
| Handelsbanken A | 5 | 0.190000 | 541.250000 | -4.750000 | -0.870000 | 546.000000 |
| Midsona B | 63 | -0.440000 | 565.110000 | -17.890000 | -3.070000 | 582.999984 |
| Boozt | 12 | -2.230000 | 1633.200000 | -20.800000 | -1.260000 | 1653.999996 |
| International Petroleum Corp. | 5 | -1.570000 | 565.000000 | -29.570000 | -4.970000 | 594.565215 |
| Essity B | 2 | 0.970000 | 539.600000 | -34.400000 | -5.990000 | 574.000000 |
| CTEK | 13 | -2.930000 | 494.650000 | -39.350000 | -7.370000 | 533.999999 |
| Vivesto | 1368 | 2.420000 | 567.450000 | -45.550000 | -7.430000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.560000 | 3801.000000 | -49.000000 | -1.270000 | 3850.000000 |
| Essity A | 4 | 1.120000 | 1086.000000 | -63.000000 | -5.480000 | 1149.000000 |
| Fasadgruppen Group | 35 | 1.140000 | 3731.000000 | -80.000000 | -2.100000 | 3810.999990 |
| Beijer Electronics Group | 26 | 2.800000 | 2860.000000 | -111.000000 | -3.740000 | 2971.000006 |
| OX2 | 18 | 1.250000 | 1463.400000 | -200.600000 | -12.060000 | 1663.999992 |
| Axfood | 13 | 1.540000 | 3520.400000 | -235.600000 | -6.270000 | 3756.000001 |
| Ovzon | 52 | -2.060000 | 2724.800000 | -637.200000 | -18.950000 | 3361.999992 |
| TOTAL | 46006.120000 | -882.450000 | -2.52057% | 46888.564618 |
Updated:¶
'2023-01-30 10:44:50.867811'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
